See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,800 | $46,553+52.1% | $64,056+10.5% | $75,163-5.8% |
| Participation rate | 73.6% | 65.9%+7.7pp | 72.3%+1.3pp | 67.2%+6.4pp |
| Annual return | 21.13% | 26.03%-4.9pp | 33.69%-12.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,704 | $1,974+87.6% | $2,747+34.8% | $2,670+38.7% |
| Participant deferral / active EE | $7,996 | $2,837+181.9% | $3,880+106.1% | $4,125+93.8% |
| Admin fee / account holder | $6,414 | $2,952+117.3% | $3,068+109.1% | $5,651+13.5% |